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W.R. Berkley
WRB

Overview Fund Activity

900 hedge funds and large institutions have $18.6B invested in W.R. Berkley in 2025 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 345 increasing their positions, 330 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
900
Holders Change
+3
Holders Change %
+0.33%
% of All Funds
12.06%
Holding in Top 10
22
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-24.14%
% of All Funds
0.29%
New
99
Increased
345
Reduced
330
Closed
80
Calls
$13.6M
Puts
$6.71M
Net Calls
+$6.91M
Net Calls Change
-$2.34M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$188M
2
BlackRock
BlackRock
New York
+$79M
3
FGP
Freestone Grove Partners
California
+$63M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$46M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$42.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$188M
2
UBS AM
UBS AM
Illinois
-$154M
3
Bank of America
Bank of America
North Carolina
-$58.8M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$51.5M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$50.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
DDC
401
DF Dent & Co
Maryland
$1.12M -$574K -7,811 -34%
BMSSC
402
B. Metzler seel. Sohn & Co
Germany
$1.11M +$545K +7,415 +96%
BP
403
Ballentine Partners
Massachusetts
$1.11M +$16.4K +223 +1%
ALMGDA
404
AG2R La Mondiale Gestion d'Actifs
France
$1.09M +$55.7K +758 +5%
MSRPS
405
Maryland State Retirement & Pension System
Maryland
$1.08M +$75.3K +1,025 +7%
ECM
406
Everence Capital Management
Indiana
$1.08M – – –
KCM
407
Kornitzer Capital Management
Kansas
$1.08M -$11K -150 -1%
IG
408
ING Group
Netherlands
$1.06M +$75.4K +1,026 +8%
LA
409
LVW Advisors
New York
$1.05M -$103K -1,396 -9%
PAS
410
Park Avenue Securities
New York
$1.05M +$17.7K +241 +2%
GM
411
GeoWealth Management
Illinois
$1.04M +$1.04M +14,198 New
BCI
412
Brinker Capital Investments
Pennsylvania
$1.04M +$98K +1,334 +10%
GLA
413
Great Lakes Advisors
Illinois
$1.04M – – –
ICP
414
Impact Capital Partners
Colorado
$1.04M -$48.9K -665 -5%
NMERB
415
New Mexico Educational Retirement Board
New Mexico
$1.03M – – –
IA
416
Inspire Advisors
Idaho
$1.01M -$71.9K -978 -7%
Allspring Global Investments
417
Allspring Global Investments
North Carolina
$1.01M -$6.57M -90,176 -87%
BAM
418
Bellevue Asset Management
Washington
$993K – – –
BAMF
419
BI Asset Management Fondsmaeglerselskab
Denmark
$992K +$267K +3,630 +37%
Two Sigma Investments
420
Two Sigma Investments
New York
$989K -$1.39M -18,958 -58%
CWM
421
Compass Wealth Management
Connecticut
$979K – – –
NWAG
422
Net Worth Advisory Group
Utah
$972K -$44.9K -611 -4%
MLL
423
Moody Lynn & Lieberson
Massachusetts
$969K +$60.1K +818 +7%
IFU
424
iSAM Funds (UK)
United Kingdom
$965K -$714K -9,722 -43%
CCIA
425
Campbell & Co Investment Adviser
Maryland
$965K -$2.82M -38,320 -74%
15 16
17
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